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Wells Fargo
WFC

Overview Fund Activity

2,525 hedge funds and large institutions have $178B invested in Wells Fargo in 2024 Q4 according to their latest regulatory filings, with 449 funds opening new positions, 818 increasing their positions, 929 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,525
Holders Change
+308
Holders Change %
+13.89%
% of All Funds
33.62%
Holding in Top 10
88
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+46.67%
% of All Funds
1.17%
New
449
Increased
818
Reduced
929
Closed
97
Calls
$5.27B
Puts
$4.62B
Net Calls
+$649M
Net Calls Change
+$1.43B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.11B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$9.97B
3
DZ Bank
DZ Bank
Germany
$999M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$14.3B
5
VOYA Investment Management
VOYA Investment Management
Georgia
$560M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$352M
2
Dodge & Cox
Dodge & Cox
California
$4.95B
3
Harris Associates
Harris Associates
Illinois
$1.02B
4
Primecap Management
Primecap Management
California
$1.79B
5
DSA
Davis Selected Advisers
Arizona
$607M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
2576
Wellspring Financial Advisors
Ohio
– -$399K -7,061 Closed
HOWA
2577
Heritage Oak Wealth Advisors
Florida
– -$399K -7,056 Closed
EW
2578
Elyxium Wealth
California
– -$397K -7,036 Closed
AIA
2579
Arbor Investment Advisors
North Carolina
– -$377K -6,671 Closed
CANY
2580
Caxton Associates (New York)
New York
– -$369K -6,530 Closed
OR
2581
Olympiad Research
Connecticut
– -$351K -6,212 Closed
TCWA
2582
Turtle Creek Wealth Advisors
Texas
– -$346K -6,123 Closed
JAIC
2583
Josh Arnold Investment Consultant
Minnesota
– -$339K -6,000 Closed
SNBOSCI
2584
Security National Bank of Sioux City Iowa
Iowa
– -$321K -5,689 Closed
SGI
2585
Summit Global Investments
Utah
– -$318K -5,630 Closed
WJA
2586
Willis Johnson & Associates
Texas
– -$304K -5,383 Closed
AW
2587
Alaethes Wealth
Nevada
– -$303K -5,363 Closed
MPM
2588
MBB Public Markets
Illinois
– -$290K -5,130 Closed
AF
2589
Aviso Financial
Ontario, Canada
– -$286K -5,069 Closed
HC
2590
Hourglass Capital
Texas
– -$282K -5,000 Closed
ACGA
2591
Atlanta Consulting Group Advisors
Georgia
– -$275K -4,867 Closed
DTL
2592
Dynamic Technology Lab
Singapore
– -$256K -4,527 Closed
EWA
2593
Encompass Wealth Advisors
Oregon
– -$230K -4,069 Closed
CFC
2594
Coyle Financial Counsel
Illinois
– -$240K -4,038 Closed
SW
2595
Solidarity Wealth
Utah
– -$227K -4,023 Closed
TCWM
2596
Total Clarity Wealth Management
Illinois
– -$216K -3,826 Closed
TFM
2597
Trademark Financial Management
Minnesota
– -$215K -3,813 Closed
HIIFS
2598
Harel Insurance Investments & Financial Services
Israel
– -$215K -3,800 Closed
BAM
2599
Blueshift Asset Management
New Jersey
– -$212K -3,756 Closed
AF
2600
Affiance Financial
Minnesota
– -$208K -3,683 Closed
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